CMS Energy Corp
CMS- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000811156
In the last 90 days, CMS Energy Corp insiders filed 1 open-market purchase and 0 sales; 821 institutions reported holding it in 13F filings for Q2 2026, worth $24.2B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2024
Institutional positions in CMS Energy Corp as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 686
- +26 vs. Q1 2024
- Shares held
- 278.1M
- −771.1K (−0.3%) vs. Q1 2024
- Total value
- $16.6B
- −$258.0M (−1.5%) vs. Q1 2024
- New holders
- 80
- 288 more added
- Sold out
- 54
- 195 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CMS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 821 | $24.2B |
| Q1 2026 | 802 | $23.1B |
| Q4 2025 | 801 | $20.5B |
| Q3 2025 | 776 | $21.2B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.5B |
| Q4 2024 | 716 | $18.9B |
| Q3 2024 | 710 | $20.1B |
| Q2 2024 | 686 | $16.6B |
| Q1 2024 | 664 | $16.9B |
| Q4 2023 | 633 | $16.3B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.3B |
| Q1 2023 | 631 | $16.7B |
| Q4 2022 | 636 | $17.2B |
| Q3 2022 | 628 | $15.7B |
| Q2 2022 | 628 | $18.1B |
| Q1 2022 | 636 | $18.6B |
| Q4 2021 | 584 | $17.2B |
| Q3 2021 | 566 | $15.8B |
| Q2 2021 | 575 | $15.5B |
| Q1 2021 | 566 | $15.9B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 81,430 | $4.85M | 0.02% | +801+1.0% | Added |
| State of Michigan Retirement System | 81,799 | $4.87M | 0.03% | +1,100+1.4% | Added |
| State of New Jersey Common Pension Fund D | 81,934 | $4.88M | 0.02% | −51,960−38.8% | Reduced |
| Arizona State Retirement System | 82,029 | $4.88M | 0.03% | +1,780+2.2% | Added |
| Rockefeller Capital Management L.P. | 86,689 | $5.16M | 0.01% | +9,241+11.9% | Added |
| Edgestream Partners, L.P. | 86,903 | $5.17M | 0.25% | +86,903 | New |
| Nomura Asset Management Co Ltd | 87,132 | $5.19M | 0.02% | +5,485+6.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 91,177 | $5.43M | 0.06% | +6,132+7.2% | Added |
| Stifel Financial Corp | 91,749 | $5.46M | 0.01% | +2,614+2.9% | Added |
| GQG Partners LLC | 92,536 | $5.51M | 0.01% | +92,536 | New |
| Kempen Capital Management N.V. | 92,569 | $5.51M | 0.06% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 93,039 | $5.54M | 0.01% | +4,456+5.0% | Added |
| Natixis Advisors, L.P. | 94,663 | $5.63M | 0.01% | +2,751+3.0% | Added |
| Engineers Gate Manager LP | 95,367 | $5.68M | 0.13% | +64,006+204.1% | Added |
| Wellington Management Group LLP | 95,399 | $5.68M | 0.00% | −1,929−2.0% | Reduced |
| Guggenheim Capital LLC | 97,527 | $5.81M | 0.04% | +26,340+37.0% | Added |
| SG Americas Securities, LLC | 99,258 | $5.91M | 0.04% | +92,808+1,438.9% | Added |
| IFM Investors Pty Ltd | 99,352 | $5.91M | 0.06% | +454+0.5% | Added |
| Voya Investment Management LLC | 102,787 | $6.12M | 0.01% | −8,103−7.3% | Reduced |
| Jump Financial, LLC | 105,823 | $6.30M | 0.13% | +105,823 | New |
| Teza Capital Management LLC | 109,808 | $6.54M | 0.80% | +97,888+821.2% | Added |
| Resona Asset Management Co.,Ltd. | 110,449 | $6.58M | 0.04% | −3,336−2.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 114,669 | $6.83M | 0.05% | −3,300−2.8% | Reduced |
| Nekton Capital Ltd. | 114,682 | $6.83M | 3.10% | −40,156−25.9% | Reduced |
| NewSquare Capital LLC | 120,078 | $7.04M | 0.61% | +3,801+3.3% | Added |
| Mattern Capital Management, LLC | 123,349 | $7.34M | 1.01% | −117−0.1% | Reduced |
| Eventide Asset Management, LLC | 125,033 | $7.44M | 0.13% | −43,635−25.9% | Reduced |
| New England Asset Management Inc | 125,635 | $7.48M | 1.24% | −2,145−1.7% | Reduced |
| CIBC Asset Management Inc | 128,123 | $7.63M | 0.03% | −2,494−1.9% | Reduced |
| Howe & Rusling Inc | 128,242 | $7.63M | 0.70% | −400−0.3% | Reduced |
| Treasurer of the State of North Carolina | 129,530 | $7.71M | 0.03% | −410−0.3% | Reduced |
| Covea Finance | 129,900 | $7.73M | 0.35% | −10,900−7.7% | Reduced |
| Brasada Capital Management, LP | 131,303 | $7.96M | 1.41% | +1,703+1.3% | Added |
| Comerica Bank | 134,736 | $8.02M | 0.03% | −36,064−21.1% | Reduced |
| Allianz Asset Management GmbH | 139,685 | $8.32M | 0.01% | +113,047+424.4% | Added |
| Trexquant Investment LP | 141,605 | $8.43M | 0.13% | −3,805−2.6% | Reduced |
| Crestline Management, LP | 141,737 | $8.44M | 0.66% | +17,484+14.1% | Added |
| Schonfeld Strategic Advisors LLC | 144,217 | $8.59M | 0.07% | −528,386−78.6% | Reduced |
| Toronto Dominion Bank | 151,661 | $9.03M | 0.01% | +56,884+60.0% | Added |
| Verition Fund Management LLC | 151,824 | $9.04M | 0.07% | +100,050+193.2% | Added |
| Voloridge Investment Management, LLC | 152,799 | $9.10M | 0.03% | +12,684+9.1% | Added |
| AQR Capital Management LLC | 154,755 | $9.20M | 0.01% | +27,525+21.6% | Added |
| Millennium Management LLC | 162,449 | $9.67M | 0.01% | −826,084−83.6% | Reduced |
| Omers Administration Corp | 162,620 | $9.68M | 0.09% | +10,120+6.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 163,066 | $9.71M | 0.03% | −640.0% | Reduced |
| Nisa Investment Advisors, LLC | 163,117 | $9.71M | 0.06% | −1,624−1.0% | Reduced |
| Nicholas Company, Inc. | 167,675 | $9.98M | 0.17% | 00.0% | Unchanged |
| Entropy Technologies, LP | 167,858 | $9.99M | 1.08% | +138,804+477.7% | Added |
| Public Employees Retirement System of Ohio | 169,061 | $10.1M | 0.04% | −2,317−1.4% | Reduced |
| Asset Management One Co.,Ltd. | 170,417 | $10.1M | 0.04% | −4,814−2.7% | Reduced |
| Hennessy Advisors Inc | 172,698 | $10.3M | 0.39% | +800+0.5% | Added |
| State of Tennessee, Treasury Department | 173,581 | $10.3M | 0.04% | +7,368+4.4% | Added |
| National Bank of Canada | 176,843 | $10.4M | 0.02% | −83,425−32.1% | Reduced |
| Jane Street Group, LLC | 180,097 | $10.7M | 0.01% | +136,182+310.1% | Added |
| New York State Common Retirement Fund | 180,343 | $10.7M | 0.01% | +6,021+3.5% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 181,553 | $10.8M | 0.53% | +20,493+12.7% | Added |
| First American Trust, FSB | 181,792 | $10.8M | 1.08% | +10,386+6.1% | Added |
| Great West Life Assurance Co | 181,967 | $10.8M | 0.02% | +20,589+12.8% | Added |
| Kettle Hill Capital Management, LLC | 185,979 | $11.1M | 2.79% | +49,765+36.5% | Added |
| Manufacturers Life Insurance Company, The | 187,111 | $11.1M | 0.01% | +26,379+16.4% | Added |
| CIBC Private Wealth Group, LLC | 194,644 | $11.4M | 0.02% | +50,681+35.2% | Added |
| Gabelli Funds LLC | 192,317 | $11.4M | 0.09% | −500−0.3% | Reduced |
| Westwood Holdings Group Inc. | 200,094 | $11.9M | 0.06% | −2,225−1.1% | Reduced |
| AE Wealth Management LLC | 202,768 | $12.1M | 0.12% | +9,562+4.9% | Added |
| Decade Renewable Partners LP | 207,400 | $12.3M | 6.02% | +207,400 | New |
| Zimmer Partners, LP | 210,904 | $12.6M | 0.24% | −649,620−75.5% | Reduced |
| Illinois Municipal Retirement Fund | 214,714 | $12.8M | 0.19% | +38,806+22.1% | Added |
| Beck Bode, LLC | 216,324 | $12.9M | 2.59% | +196,501+991.3% | Added |
| Schroder Investment Management Group | 220,685 | $13.1M | 0.01% | +12,085+5.8% | Added |
| Graham Capital Management, L.P. | 221,029 | $13.2M | 0.45% | +221,029 | New |
| Mitsubishi UFJ Trust & Banking Corp | 232,933 | $13.9M | 0.03% | −19,598−7.8% | Reduced |
| US Bancorp | 236,637 | $14.1M | 0.02% | −5,728−2.4% | Reduced |
| Intech Investment Management LLC | 239,539 | $14.3M | 0.18% | +165,266+222.5% | Added |
| Qube Research & Technologies Ltd | 240,167 | $14.3M | 0.03% | +234,575+4,194.8% | Added |
| Cidel Asset Management Inc | 240,342 | $14.3M | 1.11% | +235,359+4,723.2% | Added |
| Keybank National Association | 245,089 | $14.6M | 0.06% | −10,679−4.2% | Reduced |
| LPL Financial LLC | 247,333 | $14.7M | 0.01% | +16,713+7.2% | Added |
| Tortoise Capital Advisors, L.L.C. | 250,513 | $14.9M | 0.20% | 00.0% | Unchanged |
| Greenland Capital Management LP | 251,620 | $15.0M | 3.20% | +38,327+18.0% | Added |
| Allspring Global Investments Holdings, LLC | 259,050 | $15.4M | 0.03% | +6,521+2.6% | Added |
| Epoch Investment Partners, Inc. | 261,180 | $15.5M | 0.07% | −7,094−2.6% | Reduced |
| New York State Teachers Retirement System | 269,758 | $16.1M | 0.03% | −11,668−4.1% | Reduced |
| Raymond James & Associates | 274,495 | $16.3M | 0.01% | +8,741+3.3% | Added |
| Public Employees Retirement Association of Colorado | 278,321 | $16.6M | 0.07% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 279,435 | $16.6M | 0.04% | +17,208+6.6% | Added |
| Teacher Retirement System of Texas | 281,713 | $16.8M | 0.10% | +16,325+6.2% | Added |
| Adage Capital Partners GP, L.L.C. | 286,461 | $17.1M | 0.03% | −2,300−0.8% | Reduced |
| SEI Investments Co | 286,523 | $17.1M | 0.02% | −3,946−1.4% | Reduced |
| FMR LLC | 291,541 | $17.4M | 0.00% | −196,693−40.3% | Reduced |
| Avalon Trust Co | 292,075 | $17.4M | 1.38% | +292,075 | New |
| Capital Group Private Client Services, Inc. | 311,287 | $18.5M | 0.19% | −12,202−3.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 313,493 | $18.7M | 0.43% | +19,349+6.6% | Added |
| Bruce & Co., Inc. | 320,000 | $19.0M | 6.27% | +4,000+1.3% | Added |
| State Board of Administration of Florida Retirement System | 333,626 | $19.9M | 0.04% | −28,537−7.9% | Reduced |
| Alliancebernstein L.P. | 352,069 | $21.0M | 0.01% | +9,182+2.7% | Added |
| D. E. Shaw & Co., Inc. | 360,748 | $21.5M | 0.03% | −678,566−65.3% | Reduced |
| RWC Asset Management LLP | 361,613 | $21.5M | 1.52% | +883+0.2% | Added |
| Russell Investments Group, Ltd. | 371,945 | $22.1M | 0.04% | +89,846+31.8% | Added |
| Principal Financial Group Inc | 379,636 | $22.6M | 0.01% | −2,961−0.8% | Reduced |
| California State Teachers Retirement System | 394,251 | $23.5M | 0.03% | +2,329+0.6% | Added |